TD Ameritrade Institutional
As a registered investment advisory firm (RIA), RCM does not hold assets for clients. Instead, we utilize independent custodians such as TD Ameritrade Institutional to provide custody services. They provide RCM and over 4,000 other fee-based, independent RIAs with support and services to help us help you.
- To learn more, visit TD Ameritrade Institutional.
- To access your account at TD Ameritrade Institutional as an existing client, visit AdvisorClient.
- More information about RCM is available through SEC's Investment Adviser Public Disclosure website.
While many are familiar with the extensive research capabilities of Morningstar, RCM also utilizes a comprehensive practice and portfolio management solution called Morningstar Office. Among other capabilities, this program helps us research investment solutions, reconcile client account activity, and provide secure communications through their client web portal.
- To learn more, visit Morningstar.
- Click here to access your secure client web portal as an existing client.
How much risk do your investments contain? How do you think they may react to another market drawdown like 2008, or in a bull market like 2013?
To help answer these questions, RCM utilizes advanced technology from Riskalyze to calculate objectively an investor’s true risk tolerance—a significant improvement from vague industry parlance such as "moderate" or "balanced." By quantifying an acceptable level of potential risk, Riskalyze helps RCM align client portfolios to investor expectations.
Learn more about how we use Riskalyze, and discover your own risk number.
Edwin K. Retter is a member of the CMT Association (formerly the Market Technicians Association). He earned the CMT designation in 2017.
The CMT Association is a non-for-profit member association of over 4,500 investment professionals in 85 countries. Its mission is to establish and maintain the highest professional standards among technical analysts by educating the investment community about the theory, practice and application of technical analysis.
The CMT Association is the home of the Chartered Market Technician (CMT) Program, the preeminent, global designation for technical analysis. Those candidates who successfully complete all three levels of the CMT examination, attain Membership in the CMT Association and agree to abide by the CMT Association Code of Ethics are granted the right to use the CMT credential.
The CMT Association also organizes and sponsors educational events around the world, maintains an extensive library of technical analysis material and publishes newsletters and journals on a regular basis.
Source: CMT Association
TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC & TD Ameritrade Clearing, Inc., member FINRA/SIPC. RCM is not affiliated with TD Ameritrade Institutional. TD Ameritrade is not responsible for services or policies of any third party. TD Ameritrade does not recommend or endorse any advisor that utilizes its brokerage or custodial services. TD Ameritrade does not monitor, and is not responsible for, communications between advisors and their clients.